Cypress Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Cypress Capital’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-180	Closed	-$16.4K	–	370
2024 Q2	$16.4K	Buy	+180	New	+$16K	﹤0.01%	170
2023 Q4	–	Sell	-3,738	Closed	-$301K	–	83
2023 Q3	$301K	Buy	3,738 +956	+34%	+$80.8K	0.09%	65
2023 Q2	$236K	Sell	2,782 -2,428	-47%	-$186K	0.07%	71
2023 Q1	$390K	Sell	5,210 -186	-3%	-$13.3K	0.12%	54
2022 Q4	$348K	Buy	5,396 +628	+13%	+$43.8K	0.11%	72
2022 Q3	$340K	Sell	4,768 -862	-15%	-$67.4K	0.12%	76
2022 Q2	$387K	Buy	5,630 +496	+10%	+$39.1K	0.06%	142
2022 Q1	$475K	Sell	5,134 -1,206	-19%	-$110K	0.06%	150
2021 Q4	$648K	Buy	+6,340	New	+$631K	0.07%	139

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Cypress Capital's XLY Position: Q3 2024 in Review

Cypress Capital sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2024, closing a stake of 180 shares — an estimated $16.4K sold.

Cypress Capital first reported a position in XLY in Q4 2021 and held it in 9 quarters. The position peaked at $648K in Q4 2021. 1,139 funds tracked by Wall St. Rank hold XLY as of Q3 2024.

Cypress Capital reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Cypress Capital sold 180 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2024, an estimated $16.4K.
Cypress Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Cypress Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $648K in Q4 2021.
1,139 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.